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Simplify Exchange Traded Fun shares owned by MGO Private Wealth

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by MGO Private Wealth from 13F filings

Historical chart of MGO Private Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by MGO Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by MGO Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $464k 22k 21.10

More positions owned by MGO Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Select Sector Spdr Tr State Street Ene (XLE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Tips Bd Etf (TIP)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Global X Fds Glb X Mlp Enrg I (MLPX)
Ishares Core Msci Emkt (IEMG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for MGO Private Wealth

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Southern Farm Bureau Life Insurance
GenTrust
Ferguson Shapiro
AE Wealth Management
HighTower Advisors
Mid-American Wealth Advisory Group
Ancora Advisors
LPL Financial
Insight Wealth Strategies
Altfest L J & Co
Financial Enhancement
Heck Capital Advisors
Park Edge Advisors
Broussard Financial Group

View all funds holding Simplify Exchange Traded Fun